Price Targets: Developments for Vivendi, Veolia, LVMH...

Above their target: 24 stocks · Covered stocks: 186

Stocks above their target: Soitec (-39.4%) · NOS, SGPS (-26.8%) · CENERGY (-15.5%) · SONAE (-11.3%) · Vallourec (-10.7%) · REN (-10.1%) · KPN KON (-9.4%) · Carrefour (-9.0%) · Solvay (-7.9%) · Ipsen (-7.9%) · EUTELSAT COMMUNIC. (-6.5%) · Emeis (-5.8%) · Getlink (-5.7%) · Derichebourg (-5.3%) · COFINIMMO (-3.6%) · BE SEMICONDUCTOR (-3.3%) · BIC (-2.5%) · NN GROUP (-1.8%) · Aperam (-1.6%) · GTT (-1.6%) · Icade (-1.4%) · AGEAS (-1.3%) · TotalEnergies (-1.0%) · BAM GROEP KON (-0.9%)

Largest gaps between target and current price:
Valneva — target 5.60 euros — gap between target and current price: +112.1%
Alten — target 99.60 euros — gap between target and current price: +86.2%
VusionGroup — target 210.00 euros — gap between target and current price: +86.0%
Sopra Steria — target 206.00 euros — gap between target and current price: +67.3%
Teleperformance — target 85.00 euros — gap between target and current price: +64.8%

Vivendi SE: Deutsche Bank maintains 'hold' while raising its target from 2.20 to 2.50 euros; Alphavalue reaffirms 'accumulate' and adjusts from 2.41 to 2.53 euros. The median consensus is 2.58 euros — gap between targets and current price: +22.9%.

Veolia Environ. sees JP Morgan cross the 37 euros threshold: target raised from 33 to 37.90 euros, neutrality confirmed. 4 analysts had already raised their targets in the last 10 days (last movement on April 15). Median at 37.13 euros, gap between targets and current price: +6.8%.

From 24 to 38 euros at STMicroelectronics: JP Morgan adjusts its target upwards, maintains 'neutral'. 2 analysts had raised their targets on April 20. Median consensus: 32.25 euros.

Vallourec: Jefferies initiates coverage with 'buy' and sets the target at 28 euros (from 21 previously). Median of targets at 23 euros — current price at 23.51 euros, gap between targets and current price: -2.2%.

Upward adjustment for Vinci: Grupo Santander maintains 'underperform' but raises the target from 114 to 121 euros. Median consensus: 142 euros, gap between targets and current price: +5.2%.

Societe Generale: Citi reiterates 'buy' and raises from 82 to 84 euros. An analyst had lowered their target on April 14. Median at 83.25 euros — gap between targets and current price: +16.8%.

Stellantis NV: RBC Capital confirms 'market perform' while raising the target from 6 to 7 euros. One analyst had raised and another lowered their target on April 20. Median consensus: 7.68 euros.

Upward revision for Crédit Agricole: Grupo Santander maintains 'outperform' and adjusts from 22.49 to 22.65 euros. One analyst had raised, another lowered on April 15. Median at 19.95 euros, gap between targets and current price: +16.1%.

Dassault Aviation crosses the 420 euros threshold: Jefferies confirms 'buy' and raises from 400 to 420 euros. Median consensus: 346.25 euros, gap between targets and current price: +5%.

Ekinops attracts four revisions: TP Icap Midcap raises the target from 2.20 to 3 euros ('hold'), Portzamparc from 2.50 to 2.70 euros ('hold'), Oddo BHF initiates at 'neutral' / 2.50 euros, Stifel adjusts from 2.10 to 2.65 euros ('hold'). Median consensus: 2.675 euros.

It's a double movement for Eiffage: BNP Paribas confirms 'outperform' but lowers from 165 to 161 euros; Morgan Stanley maintains 'overweight' and raises from 185 to 186 euros. An analyst had raised their target on April 14. Median at 158.75 euros, gap between targets and current price: +12.8%.

Eutelsat Communic.: Deutsche Bank initiates 'hold' and raises the target from 2.30 to 2.40 euros. Median consensus: 2.30 euros, gap between targets and current price: -2.1%.

Hard hit for Forvia: Morgan Stanley maintains 'market weight' but brings the target from 12 to 10 euros. An analyst had lowered on April 14. Median at 14 euros — gap between targets and current price: +34.5%.

Mercialys receives two opinions: Jefferies initiates 'hold' at 13.50 euros, Alphavalue confirms 'accumulate' and adjusts from 15.10 to 15.50 euros. Median: 14 euros, gap between targets and current price: +12%.

Carrefour: Citi reiterates 'buy' and raises from 18 to 19 euros. Median consensus: 15.20 euros, gap between targets and current price: -7.8%.

Double decrease at BNP Paribas Act.A: Alphavalue confirms 'accumulate' but lowers from 114 to 113 euros; Citi maintains 'buy' and brings from 103 to 102 euros. 2 analysts had raised their targets on April 20. Median at 103.25 euros, gap between targets and current price: +14.1%.

Downgrade for Valneva: Goldman Sachs moves from 'neutral' to 'sell' and cuts the target from 3.25 to 2.15 euros. Median consensus: 6.80 euros — gap between targets and current price: +157.6%.

Thales: BNP Paribas maintains 'neutral' but reduces from 260 to 255 euros. An analyst had raised on April 15. Median at 288.75 euros, gap between targets and current price: +9.3%.

Jefferies lowers its sights on Safran: recommendation brought from 'buy' to 'hold', target from 350 to 310 euros. An analyst had lowered on April 14. Median consensus: 358.50 euros, gap between targets and current price: +14.9%.

OPMobility: Oddo BHF initiates 'outperform' but lowers the target from 22 to 21 euros. Median at 17.63 euros, gap between targets and current price: +10.9%.

Severe cut at LVMH: Citi maintains 'buy' but brings from 621 to 606 euros. 8 analysts had lowered their targets in the last 10 days (last movement on April 15). Median at 603 euros, gap between targets and current price: +28.6%.

HSBC downgrades Kering: moving from 'buy' to 'hold', target lowered from 310 to 280 euros. 4 analysts had lowered on April 15. Median consensus: 285 euros, gap between targets and current price: +4.4%.

FDJ United: Oddo BHF confirms 'neutral' and reduces from 28 to 27 euros. Median at 27.63 euros, gap between targets and current price: +7.2%.

Downgrade also for ArcelorMittal SA: Grupo Santander moves from 'outperform' to 'neutral' and lowers from 55 to 52.70 euros. Median consensus: 55.04 euros, gap between targets and current price: +4.7%.